Werlinich Asset Management

Gregory Werlinich is the sole portfolio manager and makes all investment decisions. The firm does not operate with an investment committee, creating a single point of accountability for portfolio construction and security selection. Werlinich founded the firm in 1996 and has managed client portfolios continuously since that time.

The firm practices concentrated value investing, buying businesses at prices below their intrinsic worth. Portfolios typically hold 25 to 35 equity positions with a focus on companies that generate consistent free cash flow and return capital to shareholders through dividends and buybacks. The approach draws from the Graham-and-Dodd tradition and emphasizes durable competitive advantages.

No. The firm exclusively manages separately managed accounts, giving each client direct ownership of the underlying securities held at a third-party custodian. There are no commingled vehicles, private funds, or proprietary products. This structure provides transparency into individual holdings and facilitates customized tax management.

Werlinich operates as a fee-only registered investment advisor, charging clients a percentage of assets under management rather than earning commissions on transactions. This compensation model aligns the firm's incentives with long-term portfolio appreciation. As an RIA, the firm has a fiduciary duty to act in its clients' best interests.

The firm primarily serves high-net-worth individuals and families, with a geographic concentration in the New York tri-state area. Client relationships are managed directly by Gregory Werlinich, the firm's founder and sole portfolio manager. The firm's offering is focused on equity portfolio management rather than comprehensive financial planning or multi-asset-class advisory services.